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The Role
We are seeking a collaborative, energetic leader to join our growing team. As the Senior Manager, Go to Market Strategy at Fidelity Insurance Agency (FIA), you will support the strategic shaping and practical execution of key annuity and insurance solutions and experiences, ensuring top-tier protection for our customers. Key responsibilities:
Partner with FIA business leaders to develop differentiated annuity and protection solutions by deeply understanding client segments, behaviors, and planning needs
Contribute to key components of the product lifecycle, from opportunity assessment and requirements development through pilot, launch, and ongoing optimization
Synthesize customer, market, and competitive research to inform data-driven decision making
Collaborate with internal teams and Fidelity Insurance Network (FIN) carriers to create, refine, and execute product roadmaps that align with business KPIs
Support pilots and experiments to test hypotheses, refine value propositions, and inform scaling decisions
Develop clear, compelling materials and narratives to communicate insights, recommendations, and outcomes to stakeholders
Track and analyze success metrics, providing insights to support ongoing product evolution and investment decisions
The Expertise and Skills You Bring
Bachelor’s degree, or equivalent, with 5-8 years of financial services experience, with demonstrated knowledge of product development and management, digital experience, or consulting
Understanding of Fidelity's retail distribution model, digital experience platforms, planning capabilities, and FIA annuity and life insurance products
Strong analytical and critical thinking skills, with ability to translate insight into actionable recommendations
Experience collaborating with and influence cross-functional teams
Strong project management skill with ability to manage multiple priorities and drive initiatives forward in a fast-paced environment
Demonstrated experience supporting product lifecycle activities, including requirements definition, gap analysis, and business acceptance testing
Comfort working hands-on, with a balance of strategic thinking and executional follow-through
Strong communication, facilitation, and presentation skills, able to tailor messaging to different audiences
Highly organized, self-motivated, and intellectually curious
The FIA Commercialization & Go to Market Team is a newly established function responsible for turning insight into differentiated market-leading insurance solutions and experiences that meet the needs of Fidelity's customers. The role partners across Fidelity Wealth, Brokerage, Workplace, Marketing, CKSI, Distribution, Legal, Risk and Compliance to connect customer insight, strategy, and execution. Our dedication to collaboration cultivates a setting where ambitious and innovative ideas thrive. Join us and be a member of a team that is helping to drive growth in Fidelity's annuity and insurance business!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
